2023 Form 5500 filing — Liberty Admin Services, LLC 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250213050645NAL0038835312001) for Liberty Admin Services, LLC 401(K) Retirement Plan, reported by Liberty Admin Services, LLC under EIN 46-2384470 and plan number 001. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213050645NAL0038835312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Admin Services, LLC
- EIN
- 46-2384470
- Plan number
- 001
- Location
- Mercer Island, WA
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,289,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,289,676
- Employer contributions
- $246,201
- Participant contributions
- $1,145,811
- Total income / additions
- $3,345,879
- Benefits paid
- $1,292,694
- Administrative expenses
- $38,891
- Total expenses
- $1,343,223
- Net increase / (decrease)
- $2,002,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $32,314 | $0 |
| Adp, Inc. | RECORD KEEPER | $6,576 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |